We aren't just an independent mortgage firm.
We understand as your circumstances change so do your financial requirements and your need for specialist advice.
We have a dedicated Wealth Management division, Cooper Associates Wealth Management Ltd, a partner practice of St. James's Place Wealth Management.
St. James’s Place Wealth Management is an award-winning FTSE 100 company with £52bn of client funds under management.
Our advisors do not advise within all product areas. We encourage our advisors to specialise within areas of advice and we develop them within those sectors. The financial industry is complex and fast changing and we want our specialists to be extremely special at what they do.
Cooper Associates Wealth Management Ltd provides advice on investments, pensions and inheritance tax planning. They do not impose 'client criteria', such as a minimum investment amount. Whatever your circumstances, they'd be delighted to help.
Cooper Associates Wealth Management Ltd Services
||Inheritance Tax Planning
||Asset Preservation Trust
||Discounted Gift Plan
||EIS and VCT Portfolios
|Group Personal Pensions
||Later Life Planning Scheme
||EIS and VCTs
||Portfolio Management Service
For further information on any of our services please contact us.